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iShares Dow Jones US Energy Sector shares owned by Trilogy Capital

Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Trilogy Capital from 13F filings

Historical chart of Trilogy Capital investment in iShares Dow Jones US Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Energy Sector held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $248k 4.4k 56.59
2026-03-31 $273k 4.2k 64.77
2022-09-30 $1.3M 32k 39.30
2018-09-30 $8.0k 191 41.88

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr State Street Fin (XLF)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Select Sector Spdr Tr State Street Con (XLY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Trilogy Capital

Top funds holding iShares Dow Jones US Energy Sector

Morgan Stanley
Bank of America Corporation
Green Harvest Asset Management
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
LPL Financial
UBS Group
Royal Bank of Canada
Quadrature Capital
Ameriprise Financial
Mml Investors Services
Raymond James Financial
Tudor Investment Corporation
Marshall Wace

View all funds holding iShares Dow Jones US Energy Sector